GWA

GGM Wealth Advisors Portfolio holdings

AUM $180M
1-Year Est. Return 10.57%
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$6.13M
3
+$3.77M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.7M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$2.89M

Top Sells

1
+$13.2M
2
+$5.83M
3
+$5.59M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$5.41M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.87M

Sector Composition

1 Technology 12.9%
2 Financials 6.16%
3 Healthcare 5.01%
4 Industrials 3.2%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.92%
14,270
+13
27
$2.08M 0.86%
4,646
-5,156
28
$1.99M 0.82%
19,284
+50
29
$1.87M 0.77%
10,848
-254
30
$1.87M 0.77%
11,388
-2,319
31
$1.74M 0.72%
5,957
-83
32
$1.74M 0.72%
11,029
+1,090
33
$1.73M 0.71%
51,664
+11
34
$1.71M 0.71%
60,040
35
$1.57M 0.65%
30,646
+745
36
$1.56M 0.65%
26,066
-3,921
37
$1.56M 0.64%
28,255
-22,295
38
$1.55M 0.64%
9,733
-344
39
$1.48M 0.61%
76,818
+18,834
40
$1.45M 0.6%
10,285
41
$1.39M 0.58%
12,446
+388
42
$1.38M 0.57%
53,610
43
$1.29M 0.53%
12,164
-1,427
44
$1.21M 0.5%
2,491
+3
45
$1.17M 0.48%
26,710
46
$1.16M 0.48%
2
47
$1.1M 0.45%
4,644
48
$1.07M 0.44%
17,460
+50
49
$978K 0.4%
2,190
50
$952K 0.39%
50,268
+1,968
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